What are the biggest investment themes in 2022? | Value Investor Chatter #152

In this episode, we are going to talk about the big investment themes for 2022. We'll discuss what we think will be the most important factors driving the markets next year and how you can position yourself to take advantage of them.

Episode Outline

(00:00) Introduction

(04:42) Three Interest Rate Hikes

(07:32) How will the workforce affect the economy?

(08:57) Commercial Real Estate

(12:07) How does everything affect the value investors?

(13:15) Macro Environment

(15:12) The Economy is not performing well

(18:53) Investing in the Overseas Market

(19:31) Conclusion

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